Research Magazine December 2010
Cover Story
2010 Advisor Hall of Fame
Welcome to Research magazine's Advisor Hall of Fame, now in its 20th year. This eagerly anticipated annual feature has become a benchmark of excellence in...
Features
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Research Roundtable
Death, taxes -- and stock market volatility. Of these we can be certain. Things aren't as clear when it comes to the persistently uncertain economy, a...
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Excavating Finance’s Past
For the past three years, Research magazine has been running "Historical Research," a regular feature on financial history. We've covered topics ranging from the dot-com...
Voices/Columnists
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Lessons from a Service-Oriented Culture
Every once in a while, one is fortunate enough to experience something that if not life-changing, certainly provides new perspectives, generates original thinking and creates...
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The Specter of Japan
Japan has become the boogeyman of U.S. monetary policymakers. A country which in the mid-1980s was on the march to conquer global consumer markets with...
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Proof of Recovery
As I am sure you will all recall from last month's column, I boldly proclaimed an official end to the downward spiraling economy. The worst...
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Boomer Advisors Are the Best Prospects to Grow Your Business: The Buyout Partnership
If you're looking to build your practice, consider forming senior-junior partnerships with boomer advisors lurching toward retirement
Investment Spotlight
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Consumer Sectors: Strong Positioning
R.J. Hottovy, CFA, Morningstar Generally speaking, we believe consumer stock valuations appropriately reflect our turbulent spending outlook. However, pockets of value can still be found across...
Editor's Note
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A Sense of Community
This issue marks the 20th year of our annual Advisor Hall of Fame. A lot of very distinguished financial advisors have passed through these pages....
News
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Commodities vs. Companies
Do commodity etfs belong in your clients' portfolios? Some advisors feel exposure to stocks, bonds, real estate and cash offers most people all the diversification...
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Offering Commission-Free Carrots
The battle for ETF investors just went from hot to hotter. In October, TD Ameritrade became the latest brokerage firm to offer commission free online...
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Metals Basket Debuts
Want to own precious metals but aren't sure which ones? A new exchange-traded product called the ETFS Physical Precious Metal Basket Shares (GLTR) removes some of...
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Invesco Closing 10 ETFs
InvescoPowerShares announced plans to eliminate 10 of the investment firm's ETFs. "We regularly review portfolios carefully evaluating numerous factors such as investment results, length of...
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Looking Far and Small
Emerging market stocks are back in rally mode, which means more new funds targeting this category. It also has brought a growing focus on small...
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Broker-Dealers Share Third-Quarter Results, Revenue Growth Plans
Morgan Stanley Chief Executive Officer James Gorman said in early November that the company plans to "move forward" and purchase the rest of the firm's...
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Commonwealth Highlights Quality Service, Technology at Its ’10 National Confab
(Phoenix) Some 750 financial advisors affiliated with Commonwealth Financial Network, along with 650 other guests and staff members, gathered in Phoenix at the JW Marriott...
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The Bond Bubble Debate is On
Bond markets have been on a tear. But given conditions in the economy and recent measures taken by the Federal Reserve, experts say, it may...
Blogs
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401(k) Prospects Brighten
With almost $1 trillion in assets and growing, it's pretty clear financial professionals have embraced ETFs. But one place that has been slow to adopt...
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Event Spotlight
Retirement Income Symposium
October 10-11, 2013
Hyatt Regency, Boston, MA
The symposium provides practical, innovative solutions to current industry challenges and provides advisors clear, actionable strategies that they can utilize to address their clients' needs.
Resource Library
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Move to a Better Career Opportunity with More Independence
Thinking about switching firms, whether it's for the potential to earn more money or to...
Understand the #1 Alternative Asset for Self-Directed Investors - Real...
Are you prepared to offer innovative alternative investment solutions to your clients and explain the...
Sales & Onboarding - Your Last Chance to Make a...
Start building long-term, loyal clients and advocates today by utilizing the latest research and our...
Complimentary White Paper: "Strategies on Advising Couples"
Grow your practice by rethinking how you view, interact and approach investment decisions when working...
Breaking up is hard to do
Love being a financial advisor? Not getting what you need from your current firm? Hear...
The Best of Both Worlds with Century Securities
Our independent affiliates enjoy the freedom to make important choices and the professional resources of...
Build a Scalable Foundation for Growing Your Advisory Practice
This advice is based on industry research and the practical observations of other advisors who...
Complimentary Informational Brochure on Ameritas Life and Annuities
Ameritas Advisor Services can give you the tools you need to help your clients with...
Working Smarter: Engaging Prospects And Clients Through Social Media
For financial advisors, social media represents a powerful addition to traditional marketing and networking activities....
Complimentary Copy of "Winning Advantage: The Financial Advisor Playbook for...
Find out the four crucial steps you need to follow to choose the right technology...
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